QQCatalyst

4.3
(19)

QQ Catalyst adapts to the way you work to help you be more effective in customer acquisition and retention, and to provide the best customer service to your clients.

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QQCatalyst Reviews

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Showing 19 QQCatalyst reviews
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QQCatalyst review by Elyse W.
Elyse W.
Validated Reviewer
Verified Current User
Review Source

"Easy to use, Access from anywhere with internet!"

What do you like best?

I like the cloud based storage that you can access from anywhere with internet. The interface is easy to use, you can send emails RIGHT from QQCatalyst (no outlook required) and it logs emails sent and recieved so you have easy on the go access.

What do you dislike?

I dislike that sometimes when looking at accords it will take you back to a specific policy instead of the specific client.

Recommendations to others considering the product

If you want a program that is easy to use, where you can customize your dashboard based on what you want to see; and a program that does a lot no matter where you are THIS is it.

What business problems are you solving with the product? What benefits have you realized?

We are solving the issue of one of use being away and having to do something, update something, or send something by email, which is also a benefit! Now we can just pop on; 1,2,3 and do what needs to be done (even on vacation or a weekend).

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QQCatalyst review by Marcos A.
Marcos A.
Validated Reviewer
Verified Current User
Review Source

"Easy User Interface"

What do you like best?

Very easy to use. You set reminders/Follow ups for yourself and for other people. You can also save files to a specific client as well as a specific policy. Guided Workflow is a big plus.

What do you dislike?

on some rare occasions the system is very slow for about 30 minutes. Sometimes there's double reminders for the same task and when you delete the task, it never shows up again until you go in and change the due date of the task.

Recommendations to others considering the product

Way better than those other agency management software. This is User Interface is one of the best that I have ever seen.

What business problems are you solving with the product? What benefits have you realized?

Client Organization and finding specific files. no more Filing paperwork which saves a lot of space.

What Insurance Agency Management solution do you use?

Thanks for letting us know!
QQCatalyst review by Mufti Jamil A.
Mufti Jamil A.
Validated Reviewer
Verified Current User
Review Source

"My Experiences With QQCatalyst"

What do you like best?

It is a good system logging in client in formation and being able to link carrier information to the clients. It's very useful in collecting client information and pre-populating accords.

What do you dislike?

It's not a great system for accounting purposes in regards to client payments and payments sent to carriers. Another aspect that is limited is the type of reports that are available to be generated.

Recommendations to others considering the product

This service is works really well if most of your clients have commercial policies. For Personal lines, I have dealt with software this is faster and more user friendly.

What business problems are you solving with the product? What benefits have you realized?

It is good to use with commercial clients as you can add many different types of insurance to a clients profile.

QQCatalyst review by Will P.
Will P.
Validated Reviewer
Verified Current User
Review Source

"Amazingly Simple and Effective Software"

What do you like best?

What's not to like about QQ Catalyst? This software is amazing. It's simple to use, has YouTube videos all over the place for stuff that you feel isn't simple to use, intelligently updates files, ACORD forms, and customer files automatically... I could go on and on about this software. This software is incredible. And not only is it incredible, but, it's housed in the cloud! So I can access this phone from my home desktop, my laptop, my work desktop, my cell phone, my tablet... anywhere, anytime a customer calls. This is brilliant and should really be required and standard operating procedure for agency software at this point.

Not only that, but the reports are amazing and useful too. I really feel there's nothing this software doesn't do.

What do you dislike?

The only thing I dislike about QQ Catalyst - and this is such a minor problem - is that when they run an update in the software, it's not immediately apparent what was updated. This is so minor compared to all the benefits that this software offers that I'd hardly consider it a drawback.

Recommendations to others considering the product

Try it out! If you like living and working in the 21st century - you can't go wrong with this software.

What business problems are you solving with the product? What benefits have you realized?

Our business needed to move into the 21st century when it came to agency software. We needed automatically updating forms, a platform to track texts/emails and other customer correspondence, and something that was efficient and easy to use from anywhere. QQ Catalyst allowed all of those things to happen. Customer management, correspondence management, compliance management, and reporting are all super easy to use and super effective. Because of that, we have reaped the benefits of being more efficient - we service our customers faster and more effectively, we sell more new policies, certificate management is cake - everything is easier with this software.

QQCatalyst review by Brenda A.
Brenda A.
Validated Reviewer
Review Source

"Using QQ Catalyst every day"

What do you like best?

I like the convenience of having all the clients information on one site. The convenience of sending and assign emails automatically. When you can't reach a client via email there is also the convenience of sending a text message.

What do you dislike?

My filters sometime doesn't work. If I want to see the task assign to me and someone else it just shows my task but not the other person, even when I have it mark as I should see it.

What business problems are you solving with the product? What benefits have you realized?

Like I said the fact that we have more options to communicate with the client, that is a great benefit.

QQCatalyst review by Diane T.
Diane T.
Validated Reviewer
Review Source

"QQCatalyst is helping me to grow my business."

What do you like best?

I like the advance technology provided to run detailed reports. Our efficiency has increased and we can focus on growth through cross sell marketing.

What do you dislike?

I don't like that they didn't take the money on the auto withdraw for 7+ months and then quickly took the entire amount this year.

Recommendations to others considering the product

Know that 100% of your data does not transfer and you will need to set aside 40+ hours to manually update customer data and commission info.

What business problems are you solving with the product? What benefits have you realized?

We are better able to identify opportunities for growth using the widgets on the dashboard that prompt us for upcoming cross selling as well as identifying our top lines of business and our referral sources.

QQCatalyst review by Rudy E.
Rudy E.
Validated Reviewer
Review Source

"Not what was promised!"

What do you like best?

It is clean and user-friendly for the basic function of operation. You can easily add clients, and search for information.

What do you dislike?

At times when searching for clients info, it will show as if the client does not exist. We would have to search very specific info to find the customer. It was PROMISED that it could manage the accounting and commissions. neither is true. It is only management system.

Recommendations to others considering the product

Look carefully into considering it can be the right product for you but you must have a bit of hands-on to test.

What business problems are you solving with the product? What benefits have you realized?

This is a customer management system. We can quickly and update and service customers needs.

QQCatalyst review by Karlene P.
Karlene P.
Validated Reviewer
Verified Current User
Review Source

"Great for organization and management"

What do you like best?

QQCatalyst is very affordable and very easy to use. Great for managing customers and keeping track of everything!

What do you dislike?

There is a limit of users that the agency can have. It gets a little pricey to add more users.

Recommendations to others considering the product

Powerful tool and probably the best management systems for small insurance agencies. Highly recommend

What business problems are you solving with the product? What benefits have you realized?

Following up with customers and keeping everything organized

QQCatalyst review by Paul S.
Paul S.
Validated Reviewer
Verified Current User
Review Source

"QQ Catalyst"

What do you like best?

Continually updating to make it the most modern agency management system in the insurance industry. They listen to the agent's feedback.

What do you dislike?

It is slightly slower, but only because it is an internet based program, rather than a proprietary system.

Recommendations to others considering the product

You won't regret your decision. This is a system that keeps getting better every couple of months.

What business problems are you solving with the product? What benefits have you realized?

Great dashboard to see your overall business. Great reports to filter through your business and track your producer's production. Great email, letter, texting features for contacting our clients. Nice functionality with other rating platforms (bridging).

QQCatalyst review by User in Insurance
User in Insurance
Validated Reviewer
Verified Current User
Review Source

"Easy, simple but need a lot of improvements."

What do you like best?

There are a lot of things I like about QQ Catalyst. And those are including but not limited to:

-Easy to learn and use.

-Easy to add new policies or customers.

-Ability to generate acord forms.

-Ability to access the data from anywhere.

-Task reminders.

-Easy to connect with all the teammate.

What do you dislike?

I mostly like QQ Catalyst but there is also a lot of things needed to improve.

-Spouse listed as an additional insured.

-To do list is clumsy.

-Need to have both personal account and commercial account for a same insured.

-Incorrectly have things linked.

Recommendations to others considering the product

I think QQCatalyst have a lot of great features, but I do not recommend this product.

What business problems are you solving with the product? What benefits have you realized?

-Can work anywhere with this software without installing software.

-Creating and printing acord form.

QQCatalyst review by Jaehun N.
Jaehun N.
Validated Reviewer
Verified Current User
Review Source

"Powerful and simple to use. Affordable"

What do you like best?

Very easy to manage customers and track NOCs, etc.

What do you dislike?

Can be a little slow sometimes but satisfactory overall

Recommendations to others considering the product

Highly recommend this software for small insurance agencies

What business problems are you solving with the product? What benefits have you realized?

Organization, keeping track of clients and their needs as well as keeping track of finance

QQCatalyst review by Josh P.
Josh P.
Validated Reviewer
Review Source

"I have 2 different softwares from them and I love them "

What do you like best?

That both my products flow at the same time. One for customers and one for clients. The best.

What do you dislike?

Just minor glitches, but that nothing a update can’t fix.

Recommendations to others considering the product

QQrater

What business problems are you solving with the product? What benefits have you realized?

Renewals are on time. I have all my cancels past dues in one bunch. Simply amazing.

QQCatalyst review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"Great interface but a bit slow "

What do you like best?

The text and task options are my favorotes

What do you dislike?

The speed can be improved other than that is fine

Recommendations to others considering the product

Make sure customers are texting you from numbers that are saved on their profiles or else their messages will be unassigned

What business problems are you solving with the product? What benefits have you realized?

Helps with organization

QQCatalyst review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Review Source

"Simple To Use"

What do you like best?

The system is easy to use and the text message features works really well with our client today.

What do you dislike?

setting up email through qq is a little difficult.

Recommendations to others considering the product

self service COI system would be helpful currently I had to purchase another system since QQ does not offer this service. A way to store documents like a one drive so everyone in the office could access these documents.

What business problems are you solving with the product? What benefits have you realized?

We like the letter templates and widgets

QQCatalyst review by Administrator in Insurance
Administrator in Insurance
Validated Reviewer
Verified Current User
Review Source

"QQ Review"

What do you like best?

The texting features and now the integration with Lightspeed Voice.

What do you dislike?

It's quirky sometimes withe commission accounting

What business problems are you solving with the product? What benefits have you realized?

Maintain database with client information. Allows staff and agents to work together as a team.

QQCatalyst review by User
User
Validated Reviewer
Review Source

"QQ Catalyst Reveiw"

What do you like best?

Software that actually does what it is suppose to do.

What do you dislike?

Get's funky with it's operating systems sometimes and glitches occur but support is great!

Recommendations to others considering the product

Remember you can text messages to your clients if you need a quick response from clients. Especially if they are hard to get a hold of. Not all check their emails daily!

What business problems are you solving with the product? What benefits have you realized?

Unsure how to answer

QQCatalyst review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Review Source

"QQ review"

What do you like best?

QQ Catalyst is a great program which allows you to work securely anywhere and it is compatible with almost every device, such as PCs, MACs, IPads, etc.

What do you dislike?

Sometimes it can be a little slower compared to other programs which are not internet based.

What business problems are you solving with the product? What benefits have you realized?

Being able to work anywhere without needing to install the software is such an amazing benefit.

QQCatalyst review by User
User
Validated Reviewer
Review Source

"Works Well "

What do you like best?

Ability to have policy and client info all in one place to access quickly and easily.

What do you dislike?

I don’t dislike anything. It works as it should.

What business problems are you solving with the product? What benefits have you realized?

Keeping client and policy info in one place that is easy to access.

QQCatalyst review by Consultant in Banking
Consultant in Banking
Validated Reviewer
Review Source

"Good customer service"

What do you like best?

Good product easy to use and good support

What do you dislike?

Pricing is bit on high side if , can have more training video

What business problems are you solving with the product? What benefits have you realized?

Guided work flow task for agency agents

Kate from G2 Crowd

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